Roger Whitney CFP®, CIMA®, CPWA®, AIF®, RMA®

Roger Whitney CFP®, CIMA®, CPWA®, AIF®, RMA®

Senior Financial Advisor

CRACKING THE CODE TO CREATING A GREAT LIFE AFTER 50 IS HIS LIFE’S WORK. ROGER HAS OVER 25 YEARS EXPERIENCE WALKING LIFE WITH CLIENTS INTO AND THROUGH RETIREMENT.

  • Creator of the Agile Retirement Management™ Process

  • Creator of the Retirement Standard of Care

  • Author of Rock Retirement: A Simple Guide to Help You Take Back Control and Be More Optimistic About the Future, Morgan James, 2018

  • Instructor, Retirement and Employee Benefits Section of the Certified Financial Planner Certificate Program, University of Texas Arlington

  • Instructor, Maximizing Social Security for the Texas Society of CPAs

  • Host of the award-winning The Retirement Answer Man podcast

WHAT HE CARES ABOUT MOST

Making the most of the only life he has by taking intentional steps to make it so. Being a great husband, father, and mountain biker.

WHAT HE ENJOYS

Walking Sherlock (his Great Dane), cycling, geeky board games and creating The Retirement Answer Man podcast (such a geek).